EHPM

Emery Howard Portfolio Management Portfolio holdings

AUM $773M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4.36M
3
+$4.02M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.89M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$6.89M
2
+$3.6M
3
+$767K
4
IBB icon
iShares Biotechnology ETF
IBB
+$219K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$215K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$757K 0.21%
21,052
27
$531K 0.15%
4,972
28
$361K 0.1%
4,963
-1,494
29
$303K 0.08%
4,832
+78
30
$213K 0.06%
+2,024
31
– –
-1,779
32
– –
-2,698
1
2